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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,513 | $126,661-67.2% | $113,397-63.4% | $138,895-70.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 18.63% | 25.05%-6.4pp | 23.20%-4.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $5,593 | $3,456+61.8% | $2,977+87.9% | $4,194+33.4% |
| Participant deferral / active EE | $13,885 | $5,693+143.9% | $5,076+173.5% | $6,396+117.1% |
| Admin fee / account holder | $2,631 | $14,549-81.9% | $11,957-78.0% | $12,562-79.1% |